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  5. J.W. COLE FINANCIAL, INC.

J.W. COLE FINANCIAL, INC. - Florida Company Profile

Company Details

Entity Name: J.W. COLE FINANCIAL, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

J.W. COLE FINANCIAL, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 14 Oct 2002 (22 years ago)
Last Event: AMENDMENT
Event Date Filed: 31 Jan 2003 (22 years ago)
Document Number: P02000110409
FEI/EIN Number 161632597

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US
Mail Address: 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US
ZIP code: 33634
County: Hillsborough
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1209212 4301 ANCHOR PLAZA PARKWAY, SUITE # 450, TAMPA, FL, 33634 4301 ANCHOR PLAZA PARKWAY, SUITE # 450, TAMPA, FL, 33634 813-935-6776

Filings since 2024-04-01
Form type X-17A-5
File number 008-65698
Filing date 2024-04-01
Reporting date 2023-12-31
File View File

Filings since 2023-03-30
Form type X-17A-5
File number 008-65698
Filing date 2023-03-30
Reporting date 2022-12-31
File View File

Filings since 2022-03-30
Form type X-17A-5
File number 008-65698
Filing date 2022-03-30
Reporting date 2021-12-31
File View File

Filings since 2021-03-23
Form type X-17A-5
File number 008-65698
Filing date 2021-03-23
Reporting date 2020-12-31
File View File

Filings since 2020-03-30
Form type X-17A-5
File number 008-65698
Filing date 2020-03-30
Reporting date 2019-12-31
File View File

Filings since 2019-03-01
Form type X-17A-5
File number 008-65698
Filing date 2019-03-01
Reporting date 2018-12-31
File View File

Filings since 2018-03-01
Form type X-17A-5
File number 008-65698
Filing date 2018-03-01
Reporting date 2017-12-31
File View File

Filings since 2017-03-01
Form type X-17A-5
File number 008-65698
Filing date 2017-03-01
Reporting date 2016-12-31
File View File

Filings since 2016-02-26
Form type X-17A-5
File number 008-65698
Filing date 2016-02-26
Reporting date 2015-12-31
File View File

Filings since 2015-03-02
Form type X-17A-5
File number 008-65698
Filing date 2015-03-02
Reporting date 2014-12-31
File View File

Filings since 2014-03-04
Form type X-17A-5
File number 008-65698
Filing date 2014-03-04
Reporting date 2013-12-31
File View File

Filings since 2013-03-07
Form type X-17A-5
File number 008-65698
Filing date 2013-03-07
Reporting date 2012-12-31
File View File

Filings since 2012-02-29
Form type X-17A-5
File number 008-65698
Filing date 2012-02-29
Reporting date 2011-12-31
File View File

Filings since 2011-02-28
Form type X-17A-5
File number 008-65698
Filing date 2011-02-28
Reporting date 2010-12-31
File View File

Filings since 2010-03-10
Form type X-17A-5
File number 008-65698
Filing date 2010-03-10
Reporting date 2009-12-31
File View File

Filings since 2009-03-03
Form type X-17A-5
File number 008-65698
Filing date 2009-03-03
Reporting date 2008-12-31
File View File

Filings since 2008-03-03
Form type X-17A-5
File number 008-65698
Filing date 2008-03-03
Reporting date 2007-12-31
File View File

Filings since 2007-03-01
Form type X-17A-5
File number 008-65698
Filing date 2007-03-01
Reporting date 2006-12-31
File View File

Filings since 2006-03-30
Form type X-17A-5/A
File number 008-65698
Filing date 2006-03-30
Reporting date 2005-12-31
File View File

Filings since 2006-03-01
Form type X-17A-5
File number 008-65698
Filing date 2006-03-01
Reporting date 2005-12-31
File View File

Filings since 2005-03-17
Form type X-17A-5
File number 008-65698
Filing date 2005-03-17
Reporting date 2004-12-31
File View File

Filings since 2004-03-02
Form type X-17A-5
File number 008-65698
Filing date 2004-03-02
Reporting date 2003-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2023 161632597 2024-10-09 J.W. COLE FINANCIAL, INC. 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PKWY. STE. 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing ROBERT J WOOD
Valid signature Filed with authorized/valid electronic signature
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2022 161632597 2023-07-31 J.W. COLE FINANCIAL, INC. 71
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PKWY. STE. 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing ROBERT J WOOD
Valid signature Filed with authorized/valid electronic signature
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2021 161632597 2022-07-07 J.W. COLE FINANCIAL, INC. 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PKWY. STE. 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing ROBERT J WOOD
Valid signature Filed with authorized/valid electronic signature
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2020 161632597 2021-08-03 J.W. COLE FINANCIAL, INC. 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PKWY. STE. 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing ROBERT J WOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-03
Name of individual signing ROBERT J WOOD
Valid signature Filed with authorized/valid electronic signature
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2019 161632597 2020-08-04 J.W. COLE FINANCIAL, INC. 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY SUITE 450, TAMPA, FL, 33634
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2018 161632597 2019-07-02 J.W. COLE FINANCIAL, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY SUITE 450, TAMPA, FL, 33634
J. W. COLE FINANCIAL, INC. RETIREMENT PLAN 2017 161632597 2018-07-19 J.W. COLE FINANCIAL, INC. 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY SUITE 450, TAMPA, FL, 33634
J.W. COLE FINANCIAL, INC. RETIREMENT PLAN 2016 161632597 2017-07-05 J.W. COLE FINANCIAL, INC. 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing ROBERT J. WOOD
Valid signature Filed with authorized/valid electronic signature
J.W. COLE FINANCIAL, INC. RETIREMENT PLAN 2015 161632597 2016-07-13 J.W. COLE FINANCIAL, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing ROBERT J. WOOD
Valid signature Filed with authorized/valid electronic signature
J.W. COLE FINANCIAL, INC. RETIREMENT PLAN 2014 161632597 2015-06-23 J.W. COLE FINANCIAL, INC. 39
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8139356776
Plan sponsor’s address 4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2015-06-23
Name of individual signing ROBERT J. WOOD
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
WOOD ROBERT J President 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Vice President 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Treasurer 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Secretary 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Agent 4301 Anchor Plaza Parkway, TAMPA, FL, 33634

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
CHANGE OF MAILING ADDRESS 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
REGISTERED AGENT NAME CHANGED 2014-01-10 WOOD, ROBERT J -
REGISTERED AGENT ADDRESS CHANGED 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
AMENDMENT 2003-01-31 - -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J13000714403 TERMINATED 1000000486272 HILLSBOROU 2013-04-03 2023-04-11 $ 447.47 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE COLLECTIONS UNIT, 1401 W US HIGHWAY 90 STE 100, LAKE CITY FL320556123

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-02-18
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8089437007 2020-04-08 0455 PPP 4301 Anchor Plaza Pkwy #450, TAMPA, FL, 33634-7521
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 731947
Loan Approval Amount (current) 731947
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TAMPA, HILLSBOROUGH, FL, 33634-7521
Project Congressional District FL-14
Number of Employees 53
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 45120
Originating Lender Name Valley National Bank
Originating Lender Address PASSAIC, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 738453.2
Forgiveness Paid Date 2021-03-10

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Companies related by address

4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US

JWC PROPERTIES LLC JONATHAN ROBERTS ADVISORY GROUP, INC. BD ADVISORS, INC. J.W. COLE INSURANCE SERVICES, INC.

4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US

JWC PROPERTIES LLC JONATHAN ROBERTS ADVISORY GROUP, INC. BD ADVISORS, INC. J.W. COLE INSURANCE SERVICES, INC.

Date of last update: 03 Mar 2025

Sources: Florida Department of State

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